Calamos Wealth Management’s Kansas City Southern KSU Stock Holding History

Calamos Wealth Management’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,040	Closed	-$1.09M	–	343
2021 Q3	$1.09M	Hold	4,040	–	–	0.09%	147
2021 Q2	$1.15M	Sell	4,040 -1,960	-33%	-$566K	0.09%	152
2021 Q1	$1.58M	Sell	6,000 -1,500	-20%	-$326K	0.13%	120
2020 Q4	$1.53M	Sell	7,500 -31	-0.4%	-$5.82K	0.14%	106
2020 Q3	$1.36M	Buy	+7,531	New	+$1.3M	0.16%	91
2014 Q1	–	Sell	-5,243	Closed	-$649K	–	227
2013 Q4	$649K	Sell	5,243 -88	-2%	-$10.5K	0.2%	158
2013 Q3	$583K	Buy	5,331 +188	+4%	+$20.7K	0.19%	161
2013 Q2	$545K	Buy	+5,143	New	+$559K	0.19%	150

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Calamos Wealth Management's KSU Position: Q4 2021 in Review

Calamos Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4,040 shares — an estimated $1.09M sold.

Calamos Wealth Management first reported a position in KSU in Q2 2013 and held it in 8 quarters. The position peaked at $1.58M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Calamos Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Calamos Wealth Management sold 4,040 Kansas City Southern shares in Q4 2021, an estimated $1.09M.
Calamos Wealth Management first reported a position in Kansas City Southern in Q2 2013 and held it in 8 quarters.
Calamos Wealth Management's Kansas City Southern position peaked at $1.58M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Calamos Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.